VWA
VO icon

Visionary Wealth Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Visionary Wealth Advisors’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21.6M Buy
267,589
+4,137
+2% +$321K 0.85% 24
2026
Q1 		$18.9M Buy
263,452
+348
+0.1% +$25.9K 0.84% 26
2025
Q4 		$19.1M Buy
263,104
+6,196
+2% +$451K 0.86% 26
2025
Q3 		$18.9M Buy
256,908
+140,236
+120% +$10.1M 0.88% 23
2025
Q2 		$8.16M Buy
116,672
+1,792
+2% +$118K 0.42% 67
2025
Q1 		$7.43M Sell
114,880
-1,644
-1% -$110K 0.45% 68
2024
Q4 		$7.69M Sell
116,524
-1,076
-0.9% -$73K 0.45% 64
2024
Q3 		$7.76M Sell
117,600
-604
-0.5% -$37.9K 0.47% 65
2024
Q2 		$7.15M Buy
118,204
+2,836
+2% +$172K 0.47% 66
2024
Q1 		$7.21M Buy
115,368
+576
+0.5% +$34K 0.49% 60
2023
Q4 		$6.68M Buy
114,792
+940
+0.8% +$50.2K 0.49% 55
2023
Q3 		$5.93M Buy
113,852
+5,452
+5% +$299K 0.48% 58
2023
Q2 		$5.97M Sell
108,400
-3,928
-3% -$206K 0.48% 60
2023
Q1 		$5.92M Sell
112,328
-3,700
-3% -$197K 0.5% 56
2022
Q4 		$5.91M Sell
116,028
-109,484
-49% -$5.58M 0.55% 52
2022
Q3 		$10.6M Buy
225,512
+2,656
+1% +$139K 1.1% 19
2022
Q2 		$11M Sell
222,856
-13,752
-6% -$743K 0.98% 24
2022
Q1 		$14.1M Sell
236,608
-17,652
-7% -$1.04M 1.13% 21
2021
Q4 		$16.2M Buy
254,260
+264
+0.1% +$16.5K 1.33% 19
2021
Q3 		$15M Sell
253,996
-1,216
-0.5% -$73.5K 1.55% 17
2021
Q2 		$15.1M Buy
255,212
+3,832
+2% +$222K 1.52% 19
2021
Q1 		$13.9M Sell
251,380
-29,956
-11% -$1.63M 1.46% 20
2020
Q4 		$14.5M Buy
281,336
+3,948
+1% +$191K 1.63% 17
2020
Q3 		$12.2M Buy
277,388
+11,112
+4% +$484K 1.72% 14
2020
Q2 		$10.9M Buy
266,276
+51,872
+24% +$1.99M 1.66% 17
2020
Q1 		$7.06M Buy
214,404
+2,292
+1% +$94.9K 1.33% 20
2019
Q4 		$9.45M Buy
+212,112
New +$9.11M 1.69% 16

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Visionary Wealth Advisors's VO Position: Q2 2026 in Review

Visionary Wealth Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 1.6% in Q2 2026, buying an estimated $321K and bringing the position to 267,589 shares worth $21.6M. The position accounts for 0.85% of the portfolio, ranked #24.

Visionary Wealth Advisors first reported a position in VO in Q4 2019 and has held it in 27 quarters since. 2,484 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Visionary Wealth Advisors held 267,589 shares of Vanguard Morningstar Mid-Cap ETF worth $21.6M as of Q2 2026.
  • Visionary Wealth Advisors bought 4,137 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $321K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.85% of Visionary Wealth Advisors's portfolio in Q2 2026, its #24 holding.
  • Visionary Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,484 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.